ESAB — ESAB CORPORATION
Public company
InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.
Sourced from SEC EDGAR public filings
Why are billionaires buying ESAB?
Built from public SEC filings and public economic data. Not a recommendation.
Why? — Evidence & Confidence ▾
Of 4 tracked investors who changed their ESAB position last quarter, 2 bought and 2 sold (50% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 52/100 in a Squeeze regime). 2 congressional purchases, 0 sales disclosed in the last 6 months.
- +2 tracked investors added or increased positions last quarter (Paul Tudor Jones, Steve Cohen)
- +5 tracked investors reported holding ESAB at their latest filing
- +2 congressional purchases disclosed in the last 6 months
- −2 tracked investors reduced or exited last quarter (0 reduced, 2 sold out)
- −13F data is disclosed up to 45 days after quarter end — positions may have changed since
- · 13F disclosure lag (up to 45 days)
- · Tracked investors are a sample, not the whole market
- · Sector regime fit is a historical average, not a guarantee
Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/4/2026.
About ESAB CORPORATION (ESAB)
ESAB CORPORATION (ESAB) appears in the most recent 13F filings of 5 tracked institutional investors. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $87M. Across recent filings, tracked investors recorded 5 new positions, 2 increased, 0 reduced, and 2 exited. All data sourced from SEC 13F filings.
Based on recent institutional activity in ESAB
How many top investors track ESAB
A small number of top investors own this.
ESAB Ownership Composition
How ESAB CORPORATION is held across tracked investor types, based on reported 13F positions.
- Other95.5%
- Hedge Funds4.5%
Tracked investors reporting ESAB
- Izzy EnglanderMar 31, 2026Millennium ManagementShares902.9KValue$87.3M% Portfolio0.04%
- Steve CohenMar 31, 2026Point72 Asset ManagementShares44.1KValue$4.3M% Portfolio0.01%
- Paul Tudor JonesMar 31, 2026Tudor Investment CorpShares28.6KValue$2.8M% Portfolio0.01%
- Ken GriffinDec 31, 2025Citadel AdvisorsShares160.2KValue$17.9K% Portfolio0.00%
- Ray DalioDec 31, 2025Bridgewater AssociatesShares23KValue$2.6K% Portfolio0.00%
Recent activity
- $1.7MFeb 17, 2026
- $2.8MMay 15, 2026
- New$11MFeb 17, 2026
- Sold$0(-100.00%)May 15, 2026
- New$4.3MMay 15, 2026
- Sold$0(-100.00%)May 15, 2026
- Increased$17.9K(27.06%)Feb 17, 2026
- Increased$2.6K(783.54%)Feb 13, 2026
- New$290Nov 13, 2025
Frequently asked questions
- How many institutional investors hold ESAB?
- 5 tracked institutional investors disclosed a position in ESAB (ESAB CORPORATION) in their most recent 13F filing.
- Who is the largest institutional holder of ESAB?
- Izzy Englander, Millennium Management, holds the largest disclosed position in ESAB, valued at $87M.
- Did institutional ownership of ESAB increase or decrease?
- Across recent 13F filings, tracked investors recorded 5 new positions, 2 increased, 0 reduced, and 2 fully exited ESAB.
- Where does this ESAB ownership data come from?
- SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.